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Columbia Advisory Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Columbia Advisory Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,333
Closed -$236K – 55
2022
Q1 		$236K Hold
9,333
– – 0.24% 40
2021
Q4 		$250K Buy
+9,333
New +$249K 0.25% 37

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MGIA
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Columbia Advisory Partners's SCHM Position: Q2 2022 in Review

Columbia Advisory Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 9,333 shares — an estimated $236K sold.

Columbia Advisory Partners first reported a position in SCHM in Q4 2021 and held it in 2 quarters. The position peaked at $250K in Q4 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Columbia Advisory Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Columbia Advisory Partners sold 9,333 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $236K.
  • Columbia Advisory Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Columbia Advisory Partners's Schwab US Mid-Cap ETF position peaked at $250K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Columbia Advisory Partners's 13F filing for Q2 2022, filed 3 Aug 2022.